Tab "Service management"
βοΈ Service Management
The Service Management tab allows administrators to configure automated services that periodically run reports and send them to defined recipients via email.
π List of Services
Displays all configured services with the following columns:
Column | Description |
|---|---|
Service name | Name of the service |
Service description | Short description of the service |
Is active | Whether the service is currently active |
Service interval | How often the service runs (in minutes) |
Service start time | Time the service starts running |
Service end time | Time the service stops running |
svc_per_day_qty | Number of executions per day |
Send MondayβFriday | Days of the week the service is active β |
Right-clicking on a service opens:
Option | Description |
|---|---|
β New | Create a new service |
βοΈ Edit | Edit the selected service |
ποΈ Delete | Delete the selected service |
π Copy with header | Copy the service data including column headers |
π§ Service Details
When creating or editing a service, the page is divided into two collapsible sections:
Service Details
Field | Description |
|---|---|
Service name * | Name of the service |
Service description * | Description of what the service does |
Service type * | Type of service (e.g. e-mail) |
Interval (min) * | How frequently the service runs in minutes |
Executions per day * | Maximum number of times the service runs per day (0 = unlimited) |
Start time * | Time from which the service can run |
End time * | Time after which the service stops running |
Connection * | Database connection used by the service |
Is active | Enable or disable the service |
Running days β select which days of the week the service is active: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday.
πΎ Click the floppy disk icon to save. Click βΆοΈ to manually trigger the service immediately.
Service Sending Details
This section contains six sub-tabs that configure what the service sends and to whom:
Message
A rich text editor where you compose the email body that will be sent to recipients. Supports bold, italic, underline, paragraph formatting, links, images, and HTML code.
Reports
Displays the list of reports that will be attached to the email. Each entry shows the report name, layout, and service ID.
Right-clicking opens:
Option | Description |
|---|---|
βοΈ Edit | Edit the report settings β opens the Service report settings tab |
β New | Add a new report to the service |
ποΈ Delete | Remove the report from the service |
π Copy with header | Copy with column headers |
Service Report Settings
Configure the details of each report attached to the service:
Field | Description |
|---|---|
Report * | Select which report to attach |
Layout * | Select the layout to use (e.g. Print A4) |
Export type * | Select the file format for the attachment (e.g. PDF) |
Below, all parameters of the selected report are listed. Right-clicking a parameter opens Edit to configure its value, which opens the Add parameter value tab.
Add Parameter Value
Allows setting a SQL-based value source for a report parameter used in the service. Write a SQL query in the code editor β the result will be used as the parameter value when the service runs. Click βΆοΈ to test the query.
Condition
A SQL code editor where you can define a condition that must be met for the service to send. If the query returns a result, the service runs; if not, it is skipped.
The default condition select 1 means the service always runs. The query result is displayed in a table below the editor for testing.
Recipients
Displays the list of users who will receive the service email. Each recipient shows their username, email, and group name.
Right-clicking opens:
Option | Description |
|---|---|
βοΈ Edit | Edit the recipient β opens the Service recipient settings tab |
ποΈ Delete | Remove the recipient |
β New | Add a new recipient |
π Copy with header | Copy with column headers |
In Service recipient settings, select the recipient type:
Option | Description |
|---|---|
User | Select a specific system user |
Group | Select a user group |
Email address | Enter a specific email address |
SQL condition | Write a SQL query that returns recipients dynamically β the query must return columns: Id, GroupId, name, and Email (other columns will be ignored) |
Service Log
Displays a history of all service executions with the following columns:
Column | Description |
|---|---|
dsendtime | Date and time the email was sent |
dstarttime | Date and time the service started |
The recipient's email address | |
ERROR DESCRIPTION | Any error that occurred during sending |